N

@DirtyTesLa @SawyerMerritt Mostly AI4 flying off the shelf

@SawyerMerritt I was looking at the used X prices over the last few months and they were honestly ridiculously low. Such good deals out there

NEWS: The Tesla Model X was the fastest-selling used vehicle in the U.S. in February 2026, according to a study by iSeeCars. On average, it found a buyer in 23 days, compared to the typical car, which usually lingers on the market for about two months. In late January on Tesla's Q4 earnings call, Elon announced that Tesla would be stopping Model S/X production in Q2, so that could have had something to do with the quicker resale times in February. speedme.ru/en/posts/id372…

@micsolana @SenWarren Why does she want to expand Medicare?

@SenWarren have you considered doing something about the endemic fraud, or is the worry there you won’t have any voters left?

Today, I'm introducing my wealth tax — and more than 50 members of Congress are joining me. It’s time for the government to start working for American families, not just the ultra-rich.

@GraySobel @michaelsikand I know but I’m asking is it possible to sell? Or is it locked

@nosignul @michaelsikand I don’t want to

Fundrise's private startup ETF $VCX is trading at 19x NAV. Not 2x. Not 3x. 19x. No wonder the elites deemed us retail investors too stupid to invest in private startups. Here are 3 ways you can get private markets exposure for FAIR value. 1. Anduril: Kraken Robotics $KRKNF / $PNG.V This Canadian small cap supplies between $2M and $8M worth of components for each Anduril subsea drone, a program expected to ramp to hundreds of units per year by 2027. I made this link clear in October and I'm up 100%+ on this stock since I went nearly full port and it's trading significantly below a recent ATH when it was discovered its mine hunting tech was critical to re-opening the Strait of Hormuz. You can find two deep dive reports on my Substack. 2. SpaceX: Echostar $SATS I first called the asymmetry in this stock at $70 on my YouTube before SpaceX's valuation news. Now it's $115. But it's still mispriced when you do a sum of the parts calculation. Most of its market cap is from its SpaceX shares it acquired at $400B valuation. I have the NAV of the stock at roughly $140 per share if SpaceX is worth $1.75T. It is currently trading at $115 per share. Just popped after it came out SpaceX could file very soon. Investors still have trouble seeing through debt that doesn't exist. It was recently added to the S&P 500 and I am still holding my call options for 2028. 3. OpenAI, SpaceX, and more: Stack Capital $STCGF / $STCK.TO I made a video on this small cap Canadian private assets fund trading at ~1x NAV per my last calculations. However the story has changed since, because they offloaded their huge Coreweave post-IPO windfall into new additions like Crusoe, the $10B+ AI neocloud backed by NVIDIA building the 1.2GW Stargate project. Stack is 5.4% OpenAI, 8.2% Crusoe, 28.6% SpaceX, 9.1% Canva, and 3% Shield AI + other interesting companies at 1x NAV. Don't let the scarcity created by the system make you exit liquidity on the wrong side of a meme stock. Retail deserves better, SMH.

@PeterSchiff @Dmytro_Lebid Or are you more bothered you can’t currently pledge gold on a mortgage?

@Dmytro_Lebid It's just a scam to keep people from selling their Bitcoin to buy houses.

Allowing homebuyers to pledge Bitcoin as a down payment on a mortgage is a horrible idea, as it substantially increases the risk for lenders. If Bitcoin crashes, the down payment vanishes. That increases both the likelihood of default and the loss to the lender in foreclosure.

@JonahLupton Nurri 30g of protein and 80mg of caffeine. Energy drink and coffee market is super saturated. Would rather just go for the cheapest option at Costco

13 months ago $CELH purchased Alani Nu for $1.65 billion which was approx 1.6x LTM revenues because shortly after that deal was announced Alani Nu put out a press release stating they had crossed $1 billion in trailing 12 month revenues. If you recall, last February the acquisition was announced right after $CELH reported disappointing 2024 Q4 earnings and the stock was down -12% AH... however the stock started to reverse on the Alani Nu deal headlines and over the next 24 hours the stock popped +50% from those AH lows because investors realized $CELH got Alani Nu at a massive discount given their current/expected growth rates.. and now $CELH would likely get re-rated higher. At the time, $CELH and $MNST were growing revenues at ~10% YoY with $CELH trading at 6x LTM revs and $MNST trading at 9x LTM revs... and here was $CELH buying Alani Nu at 1.6x LTM revs while they were growing +80% YoY. Since that deal was announced, Alani Nu has actually accelerated their revenue growth (partly from working with Pepsi)... to +101% YoY revenue growth for CY2025 as stated in the recent $CELH Q4 earnings report... ir.celsiusholdingsinc.com/news/news-deta… If you look at the chart below you will see that $CELH has now given back all of the gains from the past 13 months. With the recent pullback in $CELH, the stock is now trading at approx 3.2x NTM revs versus $MNST trading at approx 7.5x NTM revs. We started a small $CELH position this morning as the stock found support at those February 2025 highs (when the Alani Nu deal was announced)... however I have concerns about $CELH growth strategy and therefore we will have stop losses in place if those February 2025 highs don't hold. With regards to forward looking strategy... I believe $CELH needs to be more aggressive with acquisitions and do a better job at identifying emerging brands and adding them to their current portfolio which gets distributed by Pepsi in the US and Suntory outside the US. Most of these emerging brands like Bum and Bloom are a threat to the larger energy drink brands and will continue to take small bites out of their market share for years to come. Personally I think Bum and Bloom have done an excellent job with their flavors and influencer marketing, I'm a big fan of both companies. If I was running Pepsi today I would acquire $CELH for $50-55 per share then take a shot at Bum and/or Bloom... although Bum did sell a majority stake to The Quality Group out of Germany so it might be harder to acquire them unless they can get a spin off. As a reminder... the global energy drink market is approaching $100 billion with Red Bull and Monster still owning 70-75% of it. 6-7 years from now I think it's possible that Red Bull and Monster are doing 1/3 less revenues than they do today with the next 8-10 brands including Celsius, Alani, C4, Ghost, Bum, Bloom, etc gobbling up that lost market share. Monster might hold onto more of their current revenues because they own Bang and Reign. I think Red Bull is the one that will likely lose the most market share over the next 6-7 years. I know Costco recently announced their Kirkland energy drink brand which might appeal to some soccer dads and cheap hot dog fans but I doubt the average Celsius or Alani Nu customer will be switching over to Kirkland. I won't be walking into my gym and seeing a bunch of 20 year olds drinking Kirkland. The average can of $CELH costs $1.50 assuming you buy online in 12-packs and not single cans at your local convenience store or gas station which can cost $2-3 per can. **Everything in this post is just my own opinion and should not be considered investment/financial advice. Please do your own research. We have a small position in $CELH at @FirstWaveFund which we started this morning, no plans to add unless I get more comfortable with their strategy going forward. Rockstar is a joke, Pepsi forced/begged $CELH to take it in exchange for a bigger equity investment. Pepsi paid $4B for Rockstar in 2020 Q1 and I'm guessing they've already written it down/off by 80-90%. Pepsi buying Rockstar for $4B is almost as bad as Yahoo buying Broadcast for $5.5B.

@JonahLupton wow. Jonah what's the p/e and updated ntm ebitda today at $32. Been watching stock for months. just opened the computer screen and saw today's price

Very interesting situation at $ONON (On Running)... last year they had co-CEOs... Martin Hoffman and co-founder Marc Maurer. Marc stepped down in June 2025. Martin stepped down today. Now the other co-founders David Allemann and Caspar Coppetti will take over as co-CEOs. Together they own approx $200M of stock so they definitely have some skin in the game. $ONON has grown revenues by 5x over the past 5 years while opening up 70+ retail locations in major cities around the world. Over next few years they'll continue to focus on the Asian markets, opening up dozens of stores in China. $ONON is expected to grow revenues at a 20-25% CAGR through 2030 with minimal margin expansion depending on the revenue / product mix. Last year $ONON grew revenues at 35.6% with 40% growth in DTC and 32% growth in wholesale. The biggest opportunity remains Asia which grew 106% versus 23% for the Americas and 34% for EMEA. Right now $ONON is trading at 14x NTM ebitda which seems very reasonable and the chart shows strong support in the $37 range for several reasons: 1) VWAP from IPO 2) 200w EMA 3) trendline from Dec 2022 lows NFA. DYOR. **We have a small $ONON position at @FirstWaveFund and might add today because we believe $ONON is still in the middle innings of building a global fitness brand.

@GraySobel @michaelsikand can you sell?

@michaelsikand I am a retail investor and I got in on $VCX at $10….

@alexisohanian @LamarMK The Escalade IQ exists

@LamarMK Yes. This. Love my cybertruck but businessdads need 3 rows for all the fam.

A 7 seater Cyber SUV would break the internet. Three full rows. Real legroom. Real headroom. No compromises. Every family SUV on the market makes you choose. Space or safety. Tech or comfort. Tesla wouldn't make you pick. Built on the Cybertruck platform, this would be the safest family vehicle on the road. Tesla would have to build an entire new factory just to keep up with demand. Would you trade in your car for this?

@rajuvamsi007 @LamarMK Loll

@LamarMK The interior needs an upgrade

@zecashi @DivYieldHunter @coinbase The BTC is illiquid until the loan is fully paid off

@DivYieldHunter @coinbase what happens when it goes to $1m and you locked it in at 65k for your mortgage?

Get your house and keep your crypto. Crypto-backed mortgages are here - increasing access to homeownership for millions of Americans. Buy a home without converting your portfolio by using BTC or USDC as collateral for your down payment. Offered by Better, powered by Coinbase.

@Biohazard3737 Gas stations and bodegas. Observed a bilateral optic neuropathy a few years back from excessive rhino/honey pack use. The kid wasn’t a day over 20. Unfortunate.

@EricBalchunas @BullandBaird @TrungTPhan And much better way to stretch points even if it’s just one passenger with multiple seats

@BullandBaird @TrungTPhan It’s bigger gap than I thought. Food and service downgrade but worth it. Esp if kids or wife w you.

Holy crap. United Airlines now sells entire 3-seat rows in economy that can turn into a bed. Can’t imagine any parents with kids under 5 picking another airline if given choice.

@RobLipsett What's the purpose of avocado in diet if you already are consuming a diet that contains olive or avocado oil? Seems unnecessary when goal is cutting or recomping

I could eat this meal daily for the rest of my life and never get tired of it

@CharlieCashMony @endless_frank VOO is like 5% off its all time high. Genuinely curious what you mean by destroyed. Have you guys really never rode out a recession before? How old are you?

@endless_frank I would bet my left testicle that the treasury department warned the too big to fail banks to mitigate their risk and that’s what’s caused the market dip since January. This also means though that the bounce up is going to be a mega bounce of double digit percent

I’m really sick of this shit. I’m a total Trump supporter. Never voted against him. For 6 months now, markets get fucking destroyed on every attempt to rally 1%. I understand that Iran was and is a threat and we need to do what’s right for humanity by neutralizing that threat, but I’m sick of this insider shit. Some large cohort of insiders knew for 6 months what was coming and sold every single fucking rally since. This is not a market, it’s a 3rd world casino and I’m really fucking tired of it. My vote will not EVER be for a democrat. I don’t believe in open borders to criminals, I don’t believe in shoving the LGBTQ flag and transgender’ism in anyone’s faces and I don’t believe in crooked politicians that enrich themselves through fraud LLC’s and NGO’s, but I also don’t believe in is this bullshit that I’m witnessing in markets. Everything is a complete fucking fraud and maybe @TuckerCarlson has a point. The American way has lost itself. There are frauds literally everywhere on both sides of the isle and it’s destroying this country inside out.

@sandypaul1413 @gregogallagher bench pressing body weight with dumbells is a low advanced target. Definitely not elite.

@gregogallagher I think that's quite a high target. It falls in elite level not average level. Average is do your bw press 1-2 reps.

You must hit this strengh target as a man. Incline press your body weight in dumbbells for 8 reps. If you weigh 170. That’s 85’s for 8. It’s solid and extremely achievable. If you can’t hit this, you need to get strength up adap

@RunnerXBT @saylor How much Bitcoin do you own

@saylor holy retard

Strategy announces new $21 Billion $STRC ATM Program and new $21 Billion $MSTR ATM Program. strategy.com/press/strategy…

@piersmorgan @piersmorgan you’re not an American citizen. Why you thanking Mueller for his service

Agreed. President Trump should stay away from his phone when people he doesn’t like die. RIP Robert Mueller, and thank you for your service.

@CraigMurrayOrg @salak500 Nobody uses the word “resistance” other than jihadists

@salak500 I am heartwarmed by resistance to Imperial aggression.

Heartwarming. I am especially pleased the West is being forced to stop pretending Israel has no nuclear weapons.

@disclosetv Teflon Don

JUST IN - Trump posts that he is glad former FBI chief, Robert Mueller has died, "He can no longer hurt innocent people!"

@JMRothberg @BernieSanders Bezos hasn’t been Amazons CEO for the last 5 years lol

@BernieSanders Isn’t it great!!

Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.